A detailed history of Maxwell Wealth Strategies Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 32,286 shares of QUAL stock, worth $5.9 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares
32,286
Previous 29,741 8.56%
Holding current value
$5.9 Million
Previous $5.08 Billion 13.6%
% of portfolio
2.45%
Previous 2.49%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

BUY
$162.64 - $179.3 $413,918 - $456,318
2,545 Added 8.56%
32,286 $5.77 Billion
Q2 2024

Aug 12, 2024

BUY
$154.56 - $173.19 $7,264 - $8,139
47 Added 0.16%
29,741 $5.08 Billion
Q1 2024

May 31, 2024

SELL
$144.62 - $165.44 $448,177 - $512,698
-3,099 Reduced 9.45%
29,694 $4.89 Billion
Q4 2023

Feb 12, 2024

BUY
$127.66 - $147.99 $4.19 Million - $4.85 Million
32,793 New
32,793 $4.83 Billion

Others Institutions Holding QUAL

About ISHARES MSCI USA QUALITY FACTO


  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
Track This Portfolio

Track Maxwell Wealth Strategies Inc. Portfolio

Follow Maxwell Wealth Strategies Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Maxwell Wealth Strategies Inc., based on Form 13F filings with the SEC.

News

Stay updated on Maxwell Wealth Strategies Inc. with notifications on news.